Forbes Financial Planning

Latest statistics and disclosures from Forbes Financial Planning's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IVV, VCSH, FBND, VEA, VBR, and represent 40.81% of Forbes Financial Planning's stock portfolio.
  • Added to shares of these 8 stocks: APH, XLE, AMGN, FLOT, GLDM, SPIB, VCSH, ET.
  • Started 1 new stock position in XLE.
  • Reduced shares in these 10 stocks: VTI, GSLC, VEA, IVV, SO, FENI, VBR, VTV, SPY, DGRO.
  • Sold out of its position in SO.
  • Forbes Financial Planning was a net seller of stock by $-2.2M.
  • Forbes Financial Planning has $182M in assets under management (AUM), dropping by -2.21%.
  • Central Index Key (CIK): 0001911316

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Portfolio Holdings for Forbes Financial Planning

Forbes Financial Planning holds 38 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 9.5 $17M 23k 765.84
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 8.6 $16M 203k 77.25
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 8.5 $16M 359k 43.30
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.5 $14M 193k 70.61
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Vanguard Index Fds MRNGSTR SML CP V (VBR) 6.7 $12M 53k 231.03
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Fidelity Covington Trust Enhanced Intl (FENI) 6.3 $12M 288k 39.91
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Ishares Tr Core Div Grwth (DGRO) 6.1 $11M 147k 75.39
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Vanguard Index Fds Mrngstr Val Etf (VTV) 6.1 $11M 51k 216.08
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Vanguard Index Fds MRNGSTR SM CP GR (VBK) 5.5 $10M 30k 337.83
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Spdr Series Trust St Inter Bd Etf (SPIB) 4.5 $8.2M 254k 32.28
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Ishares Tr Fltg Rate Nt Etf (FLOT) 4.4 $8.0M 156k 51.05
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 4.2 $7.7M -3% 53k 145.04
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Vanguard Index Fds MRNGSTR TTL STK (VTI) 4.1 $7.4M -5% 20k 374.24
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Apple (AAPL) 3.6 $6.6M 20k 333.01
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World Gold Tr Spdr Gld Minis (GLDM) 2.5 $4.5M 54k 82.18
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Ishares Core Msci Emkt (IEMG) 1.9 $3.5M 44k 81.16
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Spdr Series Trust St Str Sp600grwo (SLYG) 1.5 $2.7M -2% 25k 106.97
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.1 $2.0M -7% 2.6k 762.63
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Fidelity Covington Trust Vlu Factor Etf (FVAL) 1.0 $1.9M -4% 24k 80.76
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Spdr Series Trust St Str Sp Div (SDY) 0.9 $1.7M -3% 11k 146.47
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Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.8 $1.4M -3% 22k 63.21
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Select Sector Spdr Tr St Str Techn Etf (XLK) 0.7 $1.3M -4% 6.7k 195.75
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Microsoft Corporation (MSFT) 0.5 $999k 1.9k 512.90
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Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) 0.4 $747k -4% 15k 49.86
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Amazon (AMZN) 0.4 $698k 2.8k 249.15
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Ishares Tr S&P SML 600 GWT (IJT) 0.4 $654k 4.1k 160.35
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Philip Morris International (PM) 0.3 $628k -4% 3.3k 190.82
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $542k -18% 7.7k 70.15
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Vanguard Index Fds Mrngstr Grwt Etf (VUG) 0.3 $462k 5.1k 90.11
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Amphenol Corp Cl A (APH) 0.2 $447k +96% 5.3k 84.30
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Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.2 $430k -8% 8.3k 51.76
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Visa Com Cl A (V) 0.2 $325k 904.00 359.33
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Alphabet Cap Stk Cl C (GOOG) 0.2 $319k 936.00 340.74
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Ishares Tr U.s. Utilits Etf (IDU) 0.2 $288k 2.9k 100.84
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Amgen (AMGN) 0.1 $260k +80% 616.00 421.51
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $221k 298.00 739.77
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $219k +3% 11k 19.77
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Select Sector Spdr Tr St Str Energ Etf (XLE) 0.1 $206k NEW 3.4k 61.50
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Past Filings by Forbes Financial Planning

SEC 13F filings are viewable for Forbes Financial Planning going back to 2021

View all past filings